EverSource Wealth Advisors’s LENZ Therapeutics LENZ Stock Holding History

EverSource Wealth Advisors’s Portfolio LENZ Stock Details LENZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.45K	Buy	432 +272	+170%	+$2.19K	﹤0.01%	3645
2026 Q1	$1.46K	Sell	160 -5	-3%	-$70	﹤0.01%	3744
2025 Q4	$2.64K	Sell	165 -435	-73%	-$12.7K	﹤0.01%	3398
2025 Q3	$27.9K	Buy	600 +1	+0.2%	+$37	﹤0.01%	2110
2025 Q2	$17.6K	Buy	599 +597	+29,850%	+$16.2K	﹤0.01%	2402
2025 Q1	$51	Buy	+2	New	+$49	﹤0.01%	3899
2023 Q4	–	Sell	-34	Closed	-$593	–	2756
2023 Q3	$593	Buy	+34	New	+$591	﹤0.01%	2342

Other funds holding LENZ

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CWG

C WorldWide Group Copenhagen, Denmark $4.15B AUM 13.14% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

EverSource Wealth Advisors's LENZ Position: Q2 2026 in Review

EverSource Wealth Advisors increased its LENZ Therapeutics (LENZ) stake by 170% in Q2 2026, buying an estimated $2.19K and bringing the position to 432 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3645.

EverSource Wealth Advisors first reported a position in LENZ in Q3 2023 and has held it in 7 quarters since. The position peaked at $27.9K in Q3 2025. 24 funds tracked by Wall St. Rank hold LENZ as of Q2 2026.

EverSource Wealth Advisors held 432 shares of LENZ Therapeutics worth $2.45K as of Q2 2026.
EverSource Wealth Advisors bought 272 LENZ Therapeutics shares in Q2 2026, an estimated $2.19K.
LENZ Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3645 holding.
EverSource Wealth Advisors first reported a position in LENZ Therapeutics in Q3 2023 and has held it in 7 quarters since.
EverSource Wealth Advisors's LENZ Therapeutics position peaked at $27.9K in Q3 2025.
24 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.